Cox Capital Management’s Wells Fargo WFC Stock Holding History

Cox Capital Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-300	Closed	-$16K	–	190
2020 Q1	$16K	Buy	+300	New	+$12.8K	0.01%	130

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Cox Capital Management's WFC Position: Q2 2020 in Review

Cox Capital Management sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 300 shares — an estimated $16K sold.

Cox Capital Management first reported a position in WFC in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

Cox Capital Management reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
Cox Capital Management sold 300 Wells Fargo shares in Q2 2020, an estimated $16K.
Cox Capital Management first reported a position in Wells Fargo in Q1 2020 and held it in 1 quarter.
Cox Capital Management's Wells Fargo position peaked at $16K in Q1 2020.
1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.